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Optima Capital’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Optima Capital’s Portfolio PFF Stock Details PFF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-855
Closed -$26.5K – 966
2025
Q4 		$26.5K Buy
+855
New +$26.6K 0.01% 389

Other funds holding PFF

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
FIB
First Interstate Bank Billings, Montana $1.92B AUM 19.65% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Optima Capital's PFF Position: Q1 2026 in Review

Optima Capital sold out of iShares Preferred and Income Securities ETF (PFF) in Q1 2026, closing a stake of 855 shares — an estimated $26.5K sold.

Optima Capital first reported a position in PFF in Q4 2025 and held it in 1 quarter. The position peaked at $26.5K in Q4 2025. 965 funds tracked by Wall St. Rank hold PFF as of Q1 2026.

  • Optima Capital reported no remaining iShares Preferred and Income Securities ETF position as of Q1 2026 after selling out during the quarter.
  • Optima Capital sold 855 iShares Preferred and Income Securities ETF shares in Q1 2026, an estimated $26.5K.
  • Optima Capital first reported a position in iShares Preferred and Income Securities ETF in Q4 2025 and held it in 1 quarter.
  • Optima Capital's iShares Preferred and Income Securities ETF position peaked at $26.5K in Q4 2025.
  • 965 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q1 2026.

Based on Optima Capital's 13F filing for Q1 2026, filed 5 May 2026.